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GWN Securities’s Intuit INTU Stock Holding History

GWN Securities’s Portfolio INTU Stock Details INTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Buy
1,523
+766
+101% +$267K 0.07% 337
2026
Q1 		$328K Buy
757
+11
+1% +$5.25K 0.06% 339
2025
Q4 		$495K Buy
746
+17
+2% +$11.2K 0.1% 228
2025
Q3 		$499K Sell
729
-41
-5% -$29.6K 0.12% 200
2025
Q2 		$608K Sell
770
-14,167
-95% -$9.59M 0.11% 181
2025
Q1 		$9.72M Buy
14,937
+14,508
+3,382% +$8.71M 0.55% 38
2024
Q4 		$257K Buy
+429
New +$274K 0.07% 278

Other funds holding INTU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GWN Securities's INTU Position: Q2 2026 in Review

GWN Securities increased its Intuit (INTU) stake by 101% in Q2 2026, buying an estimated $267K and bringing the position to 1,523 shares worth $397K. The position accounts for 0.07% of the portfolio, ranked #337.

GWN Securities first reported a position in INTU in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.72M in Q1 2025. 1,753 funds tracked by Wall St. Rank hold INTU as of Q2 2026.

  • GWN Securities held 1,523 shares of Intuit worth $397K as of Q2 2026.
  • GWN Securities bought 766 Intuit shares in Q2 2026, an estimated $267K.
  • Intuit made up 0.07% of GWN Securities's portfolio in Q2 2026, its #337 holding.
  • GWN Securities first reported a position in Intuit in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Intuit position peaked at $9.72M in Q1 2025.
  • 1,753 funds tracked by Wall St. Rank held Intuit as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.